NorthWest Biotherapeutics Inc (NWBO)

[HappyLibrarian]

Today it was pointed out to me that when a company receives news from the FDA they must release it within 4 days. I don't know if identically the same applies to the UK, but if it does, the question is, do you release immediately, or do you work with major media outlets to plan a release on a given day with stories flooding the press and the airways with information about the new paradigm for treating cancer. I frankly don't know if such a major PR campaign can be engineered in this way, but if it can be, I think it would be worth doing. If it were done, a gap that takes the market cap over $5 billion is very possible, and the share price by the end of the day could be close to $10 or possibly more.

I would love for the above scenario to happen. If it does, then my net worth would dramatically increase.

For this to happen, NWBO management would have already have to have to transformed their mentality on the public relations issue and have been building connections with journalists and media companies and at the same time getting them to sit on what is already a huge news story. Maybe the right people in the media have been recruited to get the word out there as soon as MHRA hits and are holding their fire with good discipline for the moment of maximum impact.

What is equally likely is that NWBO is going to be afraid to 'front run the FDA' and will just let the media cover or not cover the story like NWBO did with JAMA and TLD before it.

At a minimum, even if NWBO stays true to form and avoids the pivot to active and clear communication everyone hopes for (whether they are honest about that or not) I believe that approval and the prospect of real revenue and with no compassionate use or Hospital Exemption-style BS will get enough of the market and maybe the media to pay attention.

Without NWBO amplifying MHRA approve there would be the risk that MHRA approval will not result in the gains we would like to see, but even so, I don't think we'll see a May 10th style reversal of fortunes.

Instead we will see the share price going a lot higher (and above all else) staying a lot higher than it is today, permanently this time.

As nice as that is in the short run, in the long run, having a higher SP will at least blunt the impact of continued dilution as we fully spin up in the UK and bring in revenue and as we march toward FDA approval (with the optics of rich Americans flying to the UK while poor patients left to languish in the States die, helping concentrate minds at the FDA and prevent last-minute shenanigans).